Investment Banking Analyst

About this role

AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Analyst to join our team supporting transactions with growth software companies based in our Redwood City, CA office.

Both investment banking experience required. Preference for technology and/or software industry experience.

Our Analysts benefit from our small teams, working closely with experienced senior technology bankers, and getting hands-on experience on live deals in a multitude of technology and software-centric subsectors. On a day-to-day basis our analysts:

• Create financial models including forecast models, retention analyses, and other key analytical models to support transactions
• Conduct financial valuations, including comparable company analysis, discounted cash flow analysis, and comparable transaction analysis
• Create and maintain industry-specific business development presentations
• Conduct industry- and company-specific research
• Create buyer lists, and support deal execution processes
• Interact with clients and senior bankers

A successful candidate will possess the following characteristics:

• Minimum one year of investment banking or related financial experience
• Bachelor’s degree from a top tier school
• Demonstrated history of strong academic performance
• Demonstrated passion for finance and technology
• Commitment to hard work and enthusiasm for creative thinking
• Candidates must be able to handle multiple projects at once and learn quickly
• Team player who is able to effectively interact with a variety of internal groups and clients
• Previous experience with financial modeling or formal training

Analyst Career Path:

• Top performers will have the opportunity for a direct promotion to Associate